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Fortis
FTS

Overview Fund Activity

273 hedge funds and large institutions have $9.94B invested in Fortis in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+11
Holders Change %
+4.2%
% of All Funds
6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
99
Reduced
87
Closed
25
Calls
$25.9M
Puts
$18.3M
Net Calls
+$7.59M
Net Calls Change
-$4.63M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$248M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$47.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$164M
5
Fidelity International
Fidelity International
Bermuda
$584M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$363M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.29B
3
Nordea Investment Management
Nordea Investment Management
Sweden
$3.39M
4
Morgan Stanley
Morgan Stanley
New York
$373M
5
Citadel Advisors
Citadel Advisors
Florida
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
251
HM Payson & Co
Maine
$16K – – –
FHA
252
First Horizon Advisors
Tennessee
$16K – – –
FHA
253
Flagship Harbor Advisors
Massachusetts
$16K +$2.34K +58 +17%
APA
254
American Portfolios Advisors
New York
$15.5K – – –
TCM
255
Tradewinds Capital Management
Washington
$13K – – –
FPFS
256
First Personal Financial Services
North Carolina
$10K +$6.37K +156 +175%
BCWM
257
Bartlett & Co Wealth Management
Ohio
$9.01K +$9.01K +213 New
BC
258
Bartlett & Co
Ohio
$9K +$9K +213 New
WT
259
Whittier Trust
California
$8K – – –
AF
260
Allworth Financial
California
$7K – – –
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
AIS
262
AlphaOne Investment Services
Pennsylvania
$6K – – –
CFGS
263
Concourse Financial Group Securities
Alabama
$5K -$3.35K -75 -40%
SFS
264
Sowell Financial Services
Arkansas
$4K +$4K +97 New
GAM
265
Gemmer Asset Management
California
$3K – – –
CCM
266
Copeland Capital Management
Pennsylvania
$2K – – –
SC
267
Sawyer & Company
Massachusetts
$2K – – –
TWA
268
TCI Wealth Advisors
Arizona
$2K +$2K +39 New
GT
269
Glenmede Trust
Pennsylvania
$1.14K +$10 +245 +0.9%
WAP
270
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
CFD
271
Creative Financial Designs
Indiana
$1K +$1K +32 New
Principal Financial Group
272
Principal Financial Group
Iowa
– -$28M -710,571 Closed
LCM
273
Laurion Capital Management
New York
– -$1.07M -27,023 Closed
CBOA
274
Commonwealth Bank of Australia
Australia
– -$946K -24,119 Closed
Two Sigma Investments
275
Two Sigma Investments
New York
– -$542K -13,723 Closed
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